ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 114 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 2.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,131,000 | -52.6% | 22,251 | -55.8% | 0.01% | -55.2% |
| Q2 2017 | $4,499,000 | +29.8% | 50,349 | +29.5% | 0.03% | +26.1% |
| Q1 2017 | $3,467,000 | +6.0% | 38,890 | -1.1% | 0.02% | -4.2% |
| Q4 2016 | $3,270,000 | -64.2% | 39,321 | -66.0% | 0.02% | -67.1% |
| Q3 2016 | $9,141,000 | -7.5% | 115,736 | -11.0% | 0.07% | -12.0% |
| Q2 2016 | $9,879,000 | +949.8% | 130,085 | +913.0% | 0.08% | +937.5% |
| Q1 2016 | $941,000 | -5.1% | 12,842 | -8.7% | 0.01% | -11.1% |
| Q4 2015 | $992,000 | +10.3% | 14,070 | +1.3% | 0.01% | 0.0% |
| Q3 2015 | $899,000 | -32.2% | 13,887 | -15.6% | 0.01% | -30.8% |
| Q2 2015 | $1,325,000 | -9.9% | 16,449 | -8.4% | 0.01% | -13.3% |
| Q1 2015 | $1,471,000 | -43.4% | 17,963 | -43.0% | 0.02% | -48.3% |
| Q4 2014 | $2,597,000 | -2.4% | 31,495 | +1.9% | 0.03% | -9.4% |
| Q3 2014 | $2,660,000 | -45.2% | 30,902 | -44.3% | 0.03% | -45.8% |
| Q2 2014 | $4,854,000 | +91.9% | 55,458 | +82.6% | 0.06% | +68.6% |
| Q1 2014 | $2,529,000 | -53.2% | 30,374 | -54.2% | 0.04% | -55.1% |
| Q4 2013 | $5,404,000 | +174.0% | 66,367 | +149.0% | 0.08% | +143.8% |
| Q3 2013 | $1,972,000 | +97.4% | 26,658 | +78.9% | 0.03% | +77.8% |
| Q2 2013 | $999,000 | – | 14,897 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kalos Management, Inc. | 7,594 | $876,000 | 2.16% |
| SPC Financial, Inc. | 149,043 | $16,121,000 | 2.01% |
| Capital CS Group, LLC | 13,366 | $1,446,000 | 1.55% |
| First Citizens Financial Corp | 13,458 | $1,456,000 | 1.43% |
| Vahanian & Associates Financial Planning Inc. | 3,529 | $382,000 | 1.32% |
| Navis Wealth Advisors, LLC | 7,610 | $823,000 | 1.27% |
| Cadent Capital Advisors, LLC | 20,813 | $2,251,000 | 1.26% |
| Kesler, Norman & Wride, LLC | 28,887 | $3,124,000 | 0.87% |
| Royal Fund Management, LLC | 43,142 | $4,666,000 | 0.85% |
| MinichMacGregor Wealth Management, LLC | 15,848 | $1,714,000 | 0.68% |